Senior Client Manager, Middle Market

Role Overview

• Collaborates with partners to expand and retain business clients who have treasury management and other enterprise payments needs.
• Own maintenance of cash management services to fully meet the needs of existing clients including project completion and tracking.
• Prepare, deliver, and review agreements.
• Adhere to all Risk policies and procedures including ECP Risk Testing initiatives.
• Initiate and conduct necessary research that may need to be done in conjunction with on-going client needs.
• Generate cross-sell leads to sales teams and participate in regular Client Management sales initiatives.
• Partner with the Implementation Specialist Team on more complex client implementations.
• For more complex client implementations, will work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of Client Service Orders (CSO’s).

Requirements

• Bachelor's Degree or similar work experience.
• Minimum 3 years experience of banking or cash management experience.
• Demonstrated success in a customer service environment.
• Possess strong Analytical and data mining skills to determine appropriate client needs.
• Excellent verbal and written communication skills.
• Previous experience presenting to clients.
• Self-motivated and ability to participate effectively in a highly collaborative work team.
• Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships.
• Detail oriented and ability to follow through.
• Knowledge of Microsoft Office Programs including Word, Excel and PowerPoint.

Benefits

• Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.